Senior Accountant | US & Canada Cloud Specialist | 18+ Yrs Exp

Senior Cloud Accountant | US & Canada Tax-Ready Cleanup Specialist

I am a Senior Accounting Professional with over 18 years of experience in financial management, audit, and cloud-based accounting. My career is dedicated to bridging the gap between traditional accounting rigor and modern automation. I act as a strategic "White-Label" partner for CPA firms and business owners across the United States and Canada, helping them scale by managing complex bookkeeping, payroll, and year-end cleanups.

As a Chartered Accountant (Inter) and Intuit Certified ProAdvisor, I bring an elite level of technical proficiency to every project. I don't just "enter data"—I ensure your financial records are 100% compliant with US GAAP/ASPE and perfectly prepared for immediate tax filing.

Why Firms Partner with Me:

Senior-Level Mastery: With nearly two decades of professional experience, I operate with full independence. I manage everything from day-to-day ledgers to complex final financial reporting with precision.

Tax-Ready Cleanup Expert: I specialize in high-volume "Catch-up" projects. I am an expert at reconciling multi-year transaction backlogs and fixing messy books to ensure they are audit-proof and tax-ready.

Ecommerce & Multi-Channel Specialist: I possess deep expertise in A2X for Amazon, Shopify, and eBay. I ensure accurate revenue recognition and COGS for complex ecommerce entities.

Operational Automation: I implement and manage full-stack remote workflows using Gusto (Payroll), Bill.com (AP/AR), and Hubdoc for a seamless, paperless office environment.

Core Technical Stack:

Accounting Platforms: QuickBooks Online (Advanced), Xero (Certified), Zoho Books.

Specialized Tools: A2X, Gusto, Bill.com, Expensify, and Hubdoc.

Deliverables: Accurate Balance Sheets, P&L Statements, Cash Flow Analysis, and Year-End Trial Balances.

I am looking for long-term partnerships where I can add value as a dependable, senior extension of your team. I leverage my time-zone advantage to provide "overnight" delivery—ensuring your books are updated and accurate while your local team is away.

Work Terms

1. Availability & "Overnight" Advantage: I operate efficiently across time zones to provide "overnight delivery" for North American clients. I process your data while your local team sleeps, ensuring updated reports and reconciliations are ready in your inbox by 9:00 AM EST.

2. Payment Terms (SafePay): To ensure security and transparency for both parties, I work exclusively through Guru's SafePay system.

Hourly Projects: Work is tracked transparently using the Guru Time Tracker with detailed memos.

Fixed-Price Cleanups: I require 25% of the project milestone to be funded in SafePay prior to commencement, with the remaining balance released upon delivery of the reconciled financial statements.

3. Communication & Workflow: I act as a proactive partner, not just a data entry clerk. You can expect:

Query Management: I maintain a clear "Uncategorized Transactions" sheet to ensure accuracy rather than guessing on unknown expenses.

Response Time: I guarantee a response to all inquiries within 12 hours.

4. Data Security & Confidentiality: I strictly adhere to US/Canadian data privacy standards. I work directly within your secure cloud environment (QuickBooks Online, Xero, Bill.com) and utilize secure portals for document transfer. I am happy to sign a Non-Disclosure Agreement (NDA) to guarantee the confidentiality of your firm and your clients' data.

5. Scope of Services: My expertise is focused on "White-Label" Controller support, including:

Full-cycle Bookkeeping & Bank Reconciliations.

A2X Ecommerce Accounting (Amazon/Shopify).

Payroll (Gusto) & AP Automation (Bill.com).

Preparation of Tax-Ready Balance Sheets and P&L.

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